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LPL Financial Holdings Inc. (LPLA) institutional ownership

Latest close $328.70 Jul 24, 2026
Market cap$31.0B 52-week range SectorFinancial Services
Funds holding · Q1 2026
766
reported LPLA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
363 buyers · 403 sellers

LPL Financial Holdings Inc. (LPLA) price and institutional activity

Dates

Q1 2026

$0 bought by 363 investors
Samlyn Capital, LLCPrincipal Financial Group Inc +361 more
$0 sold by 403 investors
Capital World InvestorsNorges +401 more
Bought Sold Totals per quarter; hover a bar for the names.

LPL Financial Holdings Inc. (LPLA) institutional activity · 403

Investor Type Est. change Change Δ Own Date
Capital World Investors · Reduced
Change −1.3M Date Q1 2026
Capital World Investors Reduced· Q1 2026 −1.3M Q1 2026
Norges · Exited
Change −1.0M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −1.0M −100.0% Q1 2026
Kayne Anderson Rudnick Investment Management LLC · Reduced
Change −618K Date Q1 2026
Kayne Anderson Rudnick Investment Management LLC Reduced· Q1 2026 −618K Q1 2026
Third Point LLC · Exited
Change −510K Δ Own −100.0% Date Q1 2026
Third Point LLC Exited· Q1 2026 −510K −100.0% Q1 2026
Morgan Stanley · Reduced
Change −480K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −480K Q1 2026
Railway Pension Investments Ltd · Exited
Change −445K Δ Own −100.0% Date Q1 2026
Railway Pension Investments Ltd Exited· Q1 2026 −445K −100.0% Q1 2026
Eminence Capital, LP · Exited
Change −442K Δ Own −100.0% Date Q1 2026
Eminence Capital, LP Exited· Q1 2026 −442K −100.0% Q1 2026
JPMorgan Chase & Co · Reduced
Change −407K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −407K Q1 2026
Egerton Capital (uk) LLP · Exited
Change −255K Δ Own −100.0% Date Q1 2026
Egerton Capital (uk) LLP Exited· Q1 2026 −255K −100.0% Q1 2026
Tremblant Capital Group · Exited
Change −222K Δ Own −100.0% Date Q1 2026
Tremblant Capital Group Exited· Q1 2026 −222K −100.0% Q1 2026
Clarkston Capital Partners, LLC · Reduced
Change −205K Date Q1 2026
Clarkston Capital Partners, LLC Reduced· Q1 2026 −205K Q1 2026
Employees Retirement System of Texas · Exited
Change −176K Δ Own −100.0% Date Q1 2026
Employees Retirement System of Texas Exited· Q1 2026 −176K −100.0% Q1 2026
Barrow Hanley Mewhinney & Strauss LLC · Reduced
Change −168K Date Q1 2026
Barrow Hanley Mewhinney & Strauss LLC Reduced· Q1 2026 −168K Q1 2026
Invesco Ltd. · Reduced
Change −166K Δ Own −32.2% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −166K −32.2% Q1 2026
Allspring Global Investments Holdings, LLC · Reduced
Change −122K Date Q1 2026
Allspring Global Investments Holdings, LLC Reduced· Q1 2026 −122K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 403

Famous investor activity in LPL Financial Holdings Inc. (LPLA)

LPL Financial Holdings Inc. (LPLA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Jambusaria Aneri · Officer Sell −$94K
Price $306.00 Qty −308 Owned 6K ΔOwn −4.6% Trade date Jun 17, 2026 Filed date Jun 22, 2026
Jambusaria Aneri Officer Sell $306.00 −308 −$94K 6K −4.6% Jun 17, 2026 Jun 22, 2026
Gates Greg · Officer Tax withholding or exercise payment (F) -$69K
Price $295.66 Qty -232 Owned 21K Trade date Jun 12, 2026 Filed date Jun 15, 2026
Gates Greg Officer Tax withholding or exercise payment (F) $295.66 -232 -$69K 21K Jun 12, 2026 Jun 15, 2026
Cohen Marc Eliot · Officer Tax withholding or exercise payment (F) -$13K
Price $295.66 Qty -44 Owned 4K Trade date Jun 12, 2026 Filed date Jun 15, 2026
Cohen Marc Eliot Officer Tax withholding or exercise payment (F) $295.66 -44 -$13K 4K Jun 12, 2026 Jun 15, 2026
Thomas Corey E. · Director Grant (A) 7
Owned 15K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Thomas Corey E. Director Grant (A) 7 15K Jun 4, 2026 Jun 8, 2026
Schifter Richard P. · Director Grant (A) 19
Owned 39K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Schifter Richard P. Director Grant (A) 19 39K Jun 4, 2026 Jun 8, 2026
Putnam James S. · Director Grant (A) 10
Owned 137K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Putnam James S. Director Grant (A) 10 137K Jun 4, 2026 Jun 8, 2026
Mnookin Allison · Director Grant (A) 3
Owned 12K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Mnookin Allison Director Grant (A) 3 12K Jun 4, 2026 Jun 8, 2026
Glavin William Francis Jr · Director Grant (A) 15
Owned 24K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Glavin William Francis Jr Director Grant (A) 15 24K Jun 4, 2026 Jun 8, 2026
Eberhart Paulett · Director Grant (A) 5
Owned 18K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Eberhart Paulett Director Grant (A) 5 18K Jun 4, 2026 Jun 8, 2026
Bernard Edward C. · Director Grant (A) 4
Owned 16K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Bernard Edward C. Director Grant (A) 4 16K Jun 4, 2026 Jun 8, 2026
Thomas Corey E. · Director 2 operations 1K
Owned 15K Trade date May 15, 2026 Filed date May 19, 2026
Thomas Corey E. Director 2 operations 1K 15K May 15, 2026 May 19, 2026
Schifter Richard P. · Director 2 operations 1K
Owned 39K Trade date May 15, 2026 Filed date May 19, 2026
Schifter Richard P. Director 2 operations 1K 39K May 15, 2026 May 19, 2026
Putnam James S. · Director Grant (A) 712
Owned 137K Trade date May 15, 2026 Filed date May 19, 2026
Putnam James S. Director Grant (A) 712 137K May 15, 2026 May 19, 2026
Mulcahy Anne M. · Director 2 operations 1K
Owned 37K Trade date May 15, 2026 Filed date May 19, 2026
Mulcahy Anne M. Director 2 operations 1K 37K May 15, 2026 May 19, 2026
Mnookin Allison · Director Grant (A) 712
Owned 12K Trade date May 15, 2026 Filed date May 19, 2026
Mnookin Allison Director Grant (A) 712 12K May 15, 2026 May 19, 2026
15 of 80
15 of 80 Sign in to continue to older insider transactions.

LPL Financial Holdings Inc. (LPLA) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 7.1M
% of shares outstanding 9.4% Filing date Feb 13, 2024
Vanguard Group Inc 7.1M 9.4% Feb 13, 2024
BlackRock Inc. 6.0M
% of shares outstanding 7.9% Filing date Feb 12, 2024
BlackRock Inc. 6.0M 7.9% Feb 12, 2024
Blackrock, Inc. 4.8M
% of shares outstanding 6.4% Filing date Nov 12, 2024
Blackrock, Inc. 4.8M 6.4% Nov 12, 2024
Vanguard Capital Management 4.3M
% of shares outstanding 5.4% Filing date Apr 30, 2026
Vanguard Capital Management 4.3M 5.4% Apr 30, 2026
Dodge & Cox 4.1M
% of shares outstanding 5.2% Filing date May 14, 2026
Dodge & Cox 4.1M 5.2% May 14, 2026
Janus Henderson Group PLC 3.5M
% of shares outstanding 4.4% Filing date Feb 9, 2023
Janus Henderson Group PLC 3.5M 4.4% Feb 9, 2023
Wellington Management Group LLP 3.3M
% of shares outstanding 4.2% Filing date Feb 4, 2022
Wellington Management Group LLP 3.3M 4.2% Feb 4, 2022
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LPL Financial Holdings Inc. (LPLA) ownership FAQ

Who owns LPLA?

766 reporting institutions disclosed LPLA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.